Here is an update on the tax credits situation:
Pessimistic Scenario (80% likely)
- $7,500 for deliveries until Sep 30, 2018
- $3,750 for deliveries until Mar 31, 2019
- $1,875 for deliveries until Sep 30, 2019
Optimistic Scenario (20% likely)
- $7,500 for deliveries until Dec 31, 2018
- $3,750 for deliveries until Jun 30, 2019
- $1,875 for deliveries until Dec 31, 2019
This
topic on Reddit today is the reason why I've increased the Optimistic Scenario from 10% to 20%. People are reporting long wait times for the S/X. Tesla might be intentionally slowing down S/X production to build up a waiting list and then fulfill those orders in Q3.
Here are some numbers that explain why Tesla's Canada play is so unusual. Why would they ship AWD cars to non-owners in Canada before US owners if this is not about federal tax credits?
AWD for Canada owners: 100% Mid-2018
AWD for US owners: 37% Mid-2018, 63% Late-2018
AWD for Canada non-owners: 100% Mid-2018
AWD for US non-owners: 100% Late-2018